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Basepoint Wealth’s American Express AXP Stock Holding History

Basepoint Wealth’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$820K Sell
2,709
-16
-0.6% -$5.37K 0.47% 33
2025
Q4 		$1.01M Sell
2,725
-82
-3% -$29.3K 0.61% 25
2025
Q3 		$932K Sell
2,807
-24
-0.8% -$7.63K 0.66% 25
2025
Q2 		$903K Sell
2,831
-39
-1% -$11K 0.7% 26
2025
Q1 		$772K Sell
2,870
-194
-6% -$57.3K 0.6% 29
2024
Q4 		$909K Sell
3,064
-303
-9% -$87.1K 0.72% 29
2024
Q3 		$913K Buy
3,367
+156
+5% +$38.8K 0.67% 31
2024
Q2 		$744K Sell
3,211
-580
-15% -$134K 0.59% 43
2024
Q1 		$863K Sell
3,791
-496
-12% -$103K 0.65% 36
2023
Q4 		$803K Sell
4,287
-75
-2% -$12.1K 0.65% 40
2023
Q3 		$651K Buy
4,362
+88
+2% +$14.4K 0.53% 48
2023
Q2 		$745K Buy
4,274
+4
+0.1% +$645 0.62% 44
2023
Q1 		$704K Sell
4,270
-3
-0.1% -$498 0.59% 43
2022
Q4 		$631K Sell
4,273
-89
-2% -$13.2K 0.56% 48
2022
Q3 		$589K Sell
4,362
-54
-1% -$8.17K 0.63% 43
2022
Q2 		$612K Sell
4,416
-266
-6% -$43.9K 0.64% 39
2022
Q1 		$875K Sell
4,682
-121
-3% -$21.9K 0.81% 23
2021
Q4 		$786K Buy
+4,803
New +$819K 0.77% 27

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Basepoint Wealth's AXP Position: Q1 2026 in Review

Basepoint Wealth reduced its American Express (AXP) stake by 0.59% in Q1 2026, selling an estimated $5.37K and leaving 2,709 shares worth $820K. The position accounts for 0.47% of the portfolio, ranked #33.

Basepoint Wealth first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.01M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Basepoint Wealth held 2,709 shares of American Express worth $820K as of Q1 2026.
  • Basepoint Wealth sold 16 American Express shares in Q1 2026, an estimated $5.37K.
  • American Express made up 0.47% of Basepoint Wealth's portfolio in Q1 2026, its #33 holding.
  • Basepoint Wealth first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
  • Basepoint Wealth's American Express position peaked at $1.01M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.